The Manage Section allows you to get a birds eye view of your business while allowing you to edit and manage all of your Workers, Companies, Services and Fees. While visiting this section you will be able to decide which company to individual relationships to create. You can also create company to company relationships or child companies.

Workers

You can search for workers by typing any part of the workers name in the search box and clicking Search Contact Listings. When you find the workers name you can edit their Contact Information and User Preferences by clicking “Edit Information”. Alternatively you may choose to click on “Edit Percentages For Line Items”. This page will allow you to allocate money earned from services and fees.

Edit Information

When you navigate to Manage-Workers-Edit Information you will have the ability to change the workers Contact Information and User Preferences. Contact information is a list of all of the workers basic information such as Name, City, Phone and Email.
There are 4 options under User Preferences. Workload Report, Map Tracking, Email Options and SMS Text Message Options.

Edit Percentages For Line Items

Clicking this option allows you to get a break down of all of your Service and Expense Fees and how they are being allocated. To change your allocation rules choose percentage, fixed or hourly, and provide appropriate values. You can also take a deduction directly from the fee and begin calculations from the new price. To create new services and expenses navigate to Manage-Services and Fees.

Companies

The Companies area allows you to break your company contacts into sub categories such as Inspector, Real Estate or Attorney. You can add new companies by clicking the “Add Company” tab. This will allow you to add Primary Company Details about your company and associate child companies or individuals with this company. Once this information is saved you will then be able to use this company and its associated companies/ workers in your order flow.

Company Individuals

You can search for a company individual by entering any part of their name into the search field. Once the individual is located you can click Edit Information to edit the workers contact and company details.

Edit Individual Information

You can assign as many companies as needed to an individual worker but only one primary company is allowed. The primary company is the default company used throughout the order flow. To add a new company to an individual first search for the company and then select it via the drop down. Once the company is selected, clicking update will assign the company to that individual. To assign a new Primary Company to an individual, select the radio button next to the company and click update. You can also completely remove a company to individual relationship by clicking unassign, under the options heading.
You can also edit a company just as if you clicked on Manage-Companies-Edit Information. This area allows you to edit company details, associating companies and individuals, and services and fees. To edit the primary company you can click “view primary” on the main page.

Services and Fees

This section allows you to perform tasks related to your services and fees such as deleting, cloning or creating new services and fees, and editing the category and associated fees related to your services and fees. To begin working with your services and fees click one of the options on the main page. To clone a service or fee click “clone” and be sure to give the copied service or fee a new name. You may also delete a service or fee by clicking “delete”.

Editing Services

When you need to update an existing service you can edit both the category and and the associated fees. You must make sure that the Service/ Expense Category is the same as the Service Category you are editing. In other words you can only assign a fee to the category you are currently editing.

Editing Expenses

When editing expenses you will notice that there area limited number of options under the “Edit Expense Category” tab. If you select yes for “Expense Category Company Specific” you will be presented with a list of companies to associate that expense category with. This means that while working through the order flow the only companies that will be able to access this fee will be the companies you select.
Editing Associated Fees is done in the same manner as editing associated fees for services.

This page is wiki editable click here to edit this page.

This entry was posted on Monday, June 22nd, 2009 at 3:17 pm and is filed under Help and Support Wiki. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.